Auto Loan FAQ design

Improving Loan Completion Through Clearer Member Guidance

Team Specifics

Role: Lead UX Designer & Project Lead
Duration: 6 months
Team: 2 Product Managers, Content, Compliance, Legal
Tools: Figma, UserTesting, Competitive Analysis
Categories: Information Architecture · Content Strategy · Responsive Design · Accessibility · Cross-Functional Collaboration

Context

Legal and partner teams required additional compliance information for the Auto Loan Refinance page to meet regulatory requirements. While this content was legally necessary, it created a massive text block that overwhelmed the page and buried critical information members needed to make loan decisions. 

The challenge: How do we meet legal requirements while maintaining a user-friendly experience that serves our primary audience—older military veterans who need clear, accessible information?

Problem

The Auto Loan Refinance page faced three critical issues:

Content Overload

  • Legal requirements added extensive disclosure text to the page

  • The information section dominated the page, pushing key actions below the fold

  • Members couldn't find answers to their most common questions

Unclear Prioritization

  • All content was treated equally, with no visual hierarchy

  • Critical information was buried alongside legal disclaimers

  • Partners couldn't determine if members were finding needed information

Accessibility Concerns

  • Our primary audience—older military veterans—struggled with dense text blocks

  • Mobile users (60%+ of traffic) faced especially difficult navigation

  • No clear path to find specific loan information

When asked if we could simplify, legal and partners stated: "We need a way to show this information to members." The question became: how?

Research & Discovery

Competitive Analysis

Reviewed 8 major financial institutions and found that leading banks used FAQ patterns, accordion layouts, and mobile‑first progressive disclosure to make regulatory content easier to scan.

User Research Insights

User testing, analytics, and support data showed members struggled with dense legal content, frequently abandoned pages, and repeatedly asked questions that weren’t answered on‑page.

Design Principles

Focused on progressive disclosure, accessibility for older veterans, mobile‑optimized layouts, and a clear, scannable hierarchy to improve clarity and reduce friction.

Original design presented too much information at once, creating cognitive overload and unclear next steps.

Solution

I introduced a two‑part solution that met legal requirements while improving clarity and usability.

1. On‑Page FAQ Section

Displayed the top five questions directly on the Auto Loan Refinance page using an accordion pattern for quick answers, a clean layout, and strong mobile responsiveness.

2. Comprehensive Auto Loan FAQ Page

Built a full FAQ hub with categorized topics, search functionality, and links from the on‑page questions to deeper explanations—serving both members and support teams.

Design Approach

  • Organized questions by user intent with a clear, expandable hierarchy

  • Ensured readability and accessibility for older veterans (WCAG‑compliant contrast, clear states, keyboard navigation)

  • Designed mobile‑first layouts with touch‑friendly interactions

  • Collaborated closely with legal, content, product, and development to validate accuracy and deliver detailed specifications

Redesigned experience with progressive disclosure, clear hierarchy, and mobile-optimized layout.

Results

User Experience Improvements

  • Reduced content overload and improved findability through clearer structure and progressive disclosure.

  • Enhanced accessibility and mobile usability for a majority‑mobile, older veteran audience.

Business Value Delivered

  • Created a reusable FAQ pattern that scales across loan products and reduces support volume.

  • Met compliance requirements while establishing a long‑term framework for regulatory content.

Expected Outcomes

  • Faster access to key loan information with clearer decision‑making support.

  • Improved usability across devices with stronger accessibility built in.

Validation

  • Legal, compliance, and partners approved the content structure and accessibility approach.

  • Usability testing and development implementation confirmed the design was effective and feasible.

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Auto Loan Application Redesign

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Mortgage Calculator Design System